What is Shuttle?

Shuttle is a sales portal built for regulated businesses to drive both direct and partner sales. It eliminates the time-consuming manual process of signing up customers and accomplishing KYC and AML checks. The tool provides a real-time digital solution for your customers to complete forms, sign agreements and communicate. To save more time, the apps sync data to your existing CRM system and provided in a white-label basis.

Furthermore, you can optimize credit and background checks with the Shuttle’s partnership with Credit Safe, Equifax, Passport Proven and Onfido. This functionality enables you to facilitate instant ID verification.

Shuttle offers a free Partner Sign Service. Users can directly sign up their partners and introducers and self-onboard right on their website.

Shuttle’s Partner Portal lets you open new channels easily. Partners such as Brokers, Introducers, and Intermediaries can sign up on the website. This is also where they can complete your KYC requirements.

Enable Partners to Refer Businesses

Once the account is open and ready, partners can seamlessly refer and manage applications dependent on their customer relationship. Meanwhile, monitoring the progress and commission status is streamlined.

Accelerate Lending Decision

Shuttle helps you get to a lending decision faster. You can easily get all the necessary information you need for KYC. Furthermore, you can access API feeds from Equifax, CreditSafe, Onfido, Companies House and Passport Proven to consolidate key decisioning certificates at source.

Overview of Shuttle Features

Partners self-onboard through your website

Partners start referring business

Take applications from your website

Real-time KYC/AML & identity checks

Equifax, Creditsafe, Onfido, and Passport Proven integrations

Digital Signatures

Document collection

Sync with Pipedrive and other CRMs

Email support

Dedicated customer success manager

SLA

What Problems Will Shuttle Solve?

Problem 1 – Payments Processing Company does not accept online business applications or leads. Shuttle provides a Dynamic Forms feature where companies can set up web application forms, verify application data using third party APIs such as Companies House and auto-populate verified data onto contracts or term sheets. Customers can accept applications or terms and conditions with Digital Signatures.

Problem 2 – Challenger Bank is not able to process complex KYC applications (such as applications involving overseas directors) in a timely manner. Shuttle automates standard and complex KYC processes based on what the customer has submitted in the application form. For example, different documentation can be requested based on the status or location of directors. Request identity, affordability and evidentiary documents. Complete identity verification, credit and background checks using API feeds from Companies House, Equifax, Onfido and DueDil.

Problem 3 – Commercial Finance lender wants to do more business through introducers. Its’ current processes are totally manual. The lender asks introducers to fill in paper forms to set themselves up as partners and asks the introducer to send customer referrals by email. Shuttle takes the paperwork away. Introducers can self-onboard through the platform and directly refer or co-manage applications.

Since each company has unique business needs, it is sensible for them to abstain from looking for a one-size-fits-all ideal software solution. Needless to say, it would be pointless to try to find such an app even among popular software platforms. The clever thing to do would be to jot down the various essential elements that need consideration such as key features, finances, skill levels of staff members, company size etc. Then, you should do your homework thoroughly. Read some Shuttle reviews and investigate each of the other apps in your shortlist in detail. Such in-depth groundwork can make sure you discard ill-fitting applications and choose the solution that offers all the features you need for business success.

How Much Does Shuttle Cost?

Shuttle Pricing Plans:

Free trial

Freemium

$0

SME

from $75/month

Professional

from $275/month

Enterprise

from $1,400/month

Shuttle offers SMB and enterprise pricing packages. It also has a freemium model that users can sign up for by booking a demo. Here’s an overview of the premium plans:

SME – from $75/month

Ideal for making websites sell

Professional – from $275/month

Ideal for extending service to partners

Enterprise – from $1,400/month

Ideal for larger business

User Satisfaction

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Shuttle reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Shuttle. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Ask Shuttle A Question

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